Kyle McClain (CRD# 6528254) is an Investment Advisor Representative working at Rhame & Gorrell Wealth Management in The Woodlands, TX and has over 8 years of experience in the finance industry. Kyle McClain has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rhame & Gorrell Wealth Management, LLC | The Woodlands, TX | Apr 2018 - Current | 6 |
| Rhame & Gorrell Wealth Management, LLC | The Woodlands, TX | Jan 2017 - Mar 2018 | 1 |
| Bank Of America, N.a. | The Woodlands, TX | Nov 2016 - Jan 2017 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | The Woodlands, TX | Aug 2016 - Jan 2017 | < 1 |
| Fidelity Investments Institutional Services Company, Inc. | Westlake, TX | Jul 2015 - Jul 2016 | 1 |
| University Of Alabama | Tuscaloosa, AL | Aug 2011 - May 2015 | 3 |
| Guidestone Financial Resources | Dallas, TX | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
- TX
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Total Assets Under Management694MILLIONS
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Total Number of Accounts1,740ACCOUNTS
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Average Account Value$398,569
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, FL, LA, NC, NH, TX, WA
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